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Level 1

How do I enter a note in my federal and California returns?

How do I enter a note on my tax returns (federal and state)?  We inherited some stock on 5/22/14 (date of death) and sold it in 2017.  The brokerage firm entered the date the deceased acquired the stock in col 1b of the 1099b as opposed to date of death, which to my understanding, is the adjusted cost basis for inherited stock.  Thus both the cost basis and the net realized gain are misstated.  I have documentation to support that (1) the stock was inherited and (2) price at date of death.  Would like to add a note to that effect to both California and federal returns.  Please advise.

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Level 2

How do I enter a note in my federal and California returns?

Unfortunately, there’s no way to upload documents for you to transmit with an electronically-filed return.  If there’s a document you want attached to your return for IRS purposes, you’ll need to print and mail your return, and attach copies of the documents to the return -- please don't send originals, as these sometimes can become detached during processing.


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Highlighted
Level 2

How do I enter a note in my federal and California returns?

Unfortunately, there’s no way to upload documents for you to transmit with an electronically-filed return.  If there’s a document you want attached to your return for IRS purposes, you’ll need to print and mail your return, and attach copies of the documents to the return -- please don't send originals, as these sometimes can become detached during processing.


View solution in original post